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Global X US Preferred ETF
PFFD

Overview Fund Activity

264 hedge funds and large institutions have $1.24B invested in Global X US Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
124
Reduced
75
Closed
14
Calls
$44K
Puts
$37K
Net Calls
+$7K
Net Calls Change
-$370K

Top Buyers

1
LPL Financial
LPL Financial
California
$148M
2
OPAM
Ocean Park Asset Management
California
$20.3M
3
Ameriprise
Ameriprise
Minnesota
$10.3M
4
RSWM
Robertson Stephens Wealth Management
California
$7.05M
5
MWM
Modern Wealth Management
Kansas
$6.67M

Top Sellers

1
IG
ING Group
Netherlands
$0
2
RA
Rational Advisors
New York
$25.2M
3
UBS Group
UBS Group
Switzerland
$13.3M
4
Morgan Stanley
Morgan Stanley
New York
$95.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
226
Global Wealth Strategies & Associates
Colorado
$44K -$20.8K -1,000 -32%
FFA
227
Farther Finance Advisors
California
$43.3K +$42.2K +2,029 +3,623%
NMG
228
New Millennium Group
Utah
$37.5K -$16.5K -793 -31%
ACA
229
Aptus Capital Advisors
Alabama
$32.5K – – –
RIA
230
Realta Investment Advisors
Delaware
$31.7K -$192K -9,222 -86%
AF
231
Allworth Financial
California
$30K – – –
EWA
232
EverSource Wealth Advisors
Alabama
$27.5K +$270 +13 +1%
RI
233
Ridgewood Investments
New Jersey
$26.5K -$21 -1 -0.1%
FHA
234
First Horizon Advisors
Tennessee
$24.1K -$31.7K -1,523 -57%
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$23.9K -$2.54K -122 -10%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$23.5K +$23.5K +1,120 New
OSNBOA
237
Old Second National Bank of Aurora
Illinois
$20.8K – – –
HI
238
Harbour Investments
Wisconsin
$17.7K -$12.5K -603 -41%
CIAS
239
Capital Investment Advisory Services
North Carolina
$16.2K – – –
OP
240
ORG Partners
Indiana
$16.1K +$249 +12 +2%
ACA
241
American Capital Advisory
Idaho
$14.4K – – –
VDBMI
242
Van Den Berg Management I
Texas
$12.5K – – –
AIP
243
Ameritas Investment Partners
Nebraska
$10.4K -$1.66K -80 -14%
AA
244
AlphaMark Advisors
Kentucky
$10K – – –
CHA
245
Carmichael Hill & Associates
Maryland
$9.21K +$6.3K +303 +216%
MRCM
246
M&R Capital Management
New Jersey
$7.79K – – –
FGA
247
Fortis Group Advisors
New Jersey
$7.79K – – –
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$6.26K +$6.23K +299 +29,900%
S
249
Sachetta
Massachusetts
$6.23K +$6.23K +300 New
WB
250
Webster Bank
Connecticut
$5.22K +$3.53K +170 +210%
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